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BTC ATH monthly, Trump spooks markets, altcoins lead fall

Crypto

• BTC: 114.6k (-3%) | BTC.D: 62% (+0.6%)

• ETH: 3610 (-6%) | XRP: 2.94 (-6%) | SOL: 168 (-6%) 

• Top Gainers: LEO

• BTC ETFs: -$115mn | ETH ETFs: +$17mn

• Bitcoin records ATH monthly close then falls

• Altcoins lead crypto sell-off after mixed earnings

• SEC launches ‘Project Crypto’ to tokenise assets

• Most crypto assets are not securities: Atkins

• Strategy reports $10b profit despite funding costs

• Coinbase earnings mixed, stock falls 10%

• Coinbase to expand to tokenized RWAs, stocks

• Tether announces Q2 profits of $4.9bn

• ETH treasuries hit $10b+

• ETH Foundation maps 10yr plan for 10k TPS

• Stablecoins now 18th largest holder of US treasuries

• Jamie Dimon endorses stablecoins but not BTC

• Issuers submit amended S-1 for SOL ETF

• Visa integrates EURC, PYUSD, USDG

• USDC, CCTP V2 coming to Hyperliquid: Circle

• Mill City Ventures buys $278m SUI

• HK kicks off stablecoin licensing regime

Macro & General

• NASDAQ: 21.1k (0%), Gold: 3345 (0%)

• US stock futures slip, Trump announces tariffs

• Fed board should take over from Powell: Trump

• Dollar sees biggest 5-day gain since 2022

• Microsoft hits $4T market cap after Nvidia

• Apple smashes earnings

• Figma rises 250% on IPO debut

• US June core PCE in line with expectations

• Retail share in options market hits ATH

• Trump orders drugmakers to cut prices in 60 days

• Senate must stay in session, no recess: Trump

• EU inflation again higher than expected

• US-India trade talks stalled

• US, Mexico agree to extend tariff status quo

• China pauses US company investment

Left Curve Corner

• Hot coins: XNBN, BUNS, MEME

• Hot NFTs: The Dropzone, Squiggles, Unioverse Heroes

• Memecoin majors falls 10-20%

• Let’s Bonk market share still at 82%

• US appeals court exonerates OpenSea’s Chastain

• Myriad USDC markets live on Linea

• BNKR pumps on Coinbase listing, X integration

• Proof of Play launches Abstract arcade

• Kalshi launches IPO trading

YEET: Crypto’s Casino
Just passed $310m in lifetime volume!

The information does not constitute financial advice or recommendation and should not be considered as such. Full Disclaimer

*Yeet Disclaimer here. 18+. Certain regions are restricted. Please gamble responsibly.